Compare mutual funds | Krystal Capitals

How much it grew
	A: UTI Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Bank of India Flexi Cap Fund Regular Plan Grow	D: Invesco India Flexi Cap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +9.8% a year	+6.9%	+14.0%	+16.2%Higher	+14.6%
1-year returnTotal over the last year	−5.8%	−4.0%	+6.3%Higher	−4.2%
5-year returnA year, on average	+2.4%	+13.9%Higher	+13.1%	Not enough history
Since launchA year, on average, with at least a year of history	+11.6%from Apr 2006	+14.2%from Apr 2006	+23.3%Higherfrom Jul 2020	+14.4%from Feb 2022

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: UTI Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Bank of India Flexi Cap Fund Regular Plan Grow	D: Invesco India Flexi Cap Fund
Worst fallBiggest drop from a high, and when	−52.3%Jan 2008 – Mar 2009	−59.9%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: UTI Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Bank of India Flexi Cap Fund Regular Plan Grow	D: Invesco India Flexi Cap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	99%	94%

Risk level

A: UTI Flexi Cap FundVery High
From the fund house, as of 31 Aug 2026
B: HDFC Flexi Cap FundSee the fund house's risk level
C: Bank of India Flexi Cap Fund Regular Plan GrowSee the fund house's risk level
D: Invesco India Flexi Cap FundVery High
From the fund house, as of 30 Sept 2026

Often used for

What funds of this type are usually for

A: UTI Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
B: HDFC Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
C: Bank of India Flexi Cap Fund Regular Plan GrowLong-term goals. The manager chooses the mix of company sizes.
D: Invesco India Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.

Smallest SIP

The basics
	A: UTI Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Bank of India Flexi Cap Fund Regular Plan Grow	D: Invesco India Flexi Cap Fund
Risk level	Very HighFrom the fund house, as of 31 Aug 2026	See the fund house's risk level

Return in each calendar year.

Year by year
	A: UTI Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Bank of India Flexi Cap Fund Regular Plan Grow	D: Invesco India Flexi Cap Fund
2026 so far (total, not a yearly rate)	−2.2%	−4.3%	+6.3%Higher	−0.2%
2025	+1.1%	+11.4%Higher	−0.3%	−0.5%
2024	+14.3%	+23.5%	+29.0%	+34.4%Higher
2023	+19.8%	+30.6%	+37.9%Higher	+33.6%
2022	−13.4%	+18.3%Higher	−0.9%	Not enough history
2021	+34.0%	+36.2%	+46.0%Higher	Not enough history

Past performance may or may not be sustained in future and is not a guarantee of future returns.

Worst 3-year stretchA year, from the unluckiest start date	−6.1%Apr 2006 – Apr 2009	−7.7%Apr 2017 – Apr 2020	+16.4%Smaller fallOct 2023 – Oct 2026	+14.7%Oct 2023 – Oct 2026

Worst calendar yearThe year and its return	−45.3%in 2008	−49.7%in 2008	−0.9%in 2022	−0.5%Smaller fallin 2025

Ups and downsLast 3 years. Lower is steadier.	12.9%	12.0%Steadier	17.6%	15.5%

Typical 3-year returnThe middle of all 3-year stretches, a year	+12.9%	+15.8%	+22.1%Steadier	+18.8%

Often used forWhat funds of this type are usually for	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.